Compare · 2 funds side by side · dividends reinvested

BASV and IWD

BASVBrown Advisory×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

BASV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.0

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.37%+12.2%+14.7%[…][…]−9.4%14.0%$425M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BASV 2025 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,178

IWD

BASV

Brown Advisory Sustainable Value ETF · $425M[…]

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

IWDMeasureBASV

+24.2%Year to dateJan 1 → Nov 3+12.2%

+28.4%1 yearTotal return+14.7%

+23.8%3 years · per year$10,000 became $18,980 · […][…]

+11.4%5 years · per year$10,000 became $17,178 · […][…]

0.18%Expense ratio$18 · $71 a year on $10k · lower is better0.71%

1.37%Trailing 12-mo yield$137 · $37 a year on $10k0.37%

−6.8%Worst dropSmaller is better−9.4%

11.0%VolatilityLower is calmer14.0%

IWDBASV Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0IWD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs BASV: Top 5 Holdings

Today

IWD

21.8%in top 5

BASV

in top 519.5%

IWDStockBASV

6.0%AAPLnot top 5

5.6%AMZN4.0%

5.1%MSFT3.8%

not top 5THC4.0%

not top 5CAH3.9%

not top 50Y5X.L3.8%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common13.1%

End-of-day Nov 3, 2026 · share of each fund

IWD vs BASV Returns, Every Period

iSharesIWD

+28.4%

past year

BASVBrown Advisory

+14.7%

past year

IWDBASVFaded: behind in that period

2–0IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWD vs BASV

YTD

iSharesIWD

+24.2%

BASVBrown Advisory

+12.2%

+24.2%Year to date+12.2%

−6.8%Worst drop · 1Y−9.4%

11.0%Volatility · 1Y14.0%

1.4%Yield0.4%

$83.2BAssets$425M

4–0IWD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BASV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

BASV0.71%$71

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BASV, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

BASV0.37%$37

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

BASV$37 − $71 = −$34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BASV, IWD

Today

13.1%most shared, BASV and IWD

BASVIWD

BASV—13.1%

IWD13.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

BASVWorst drop−9.4%14.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWDBASV

+24.2%Year to date+12.2%

1.4%Yield0.4%

+28.4%Past year+14.7%

0.18%Fee0.71%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026